Loring Wolcott & Coolidge Fiduciary Advisors LLP Schwab Fundamental Intl Small Transaction History

Loring Wolcott & Coolidge Fiduciary Advisors LLP

$11.1 Billion
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2019 Apr 08, 2019	SELL	N/A	-345 Closed	0 $0
Q4 2018 Feb 13, 2019	BUY	N/A	345 New	345 $10,000

Others Institutions Holding FNDC

# of Institutions

240

Shares Held

59.4M

Call Options Held

Put Options Held

Charles Schwab Investment Management Inc San Francisco, CA

49.2M
Shares

$1.68 Billion
0.37% of portfolio
Victory Capital Management Inc

1M
Shares

$34.3 Million
0.04% of portfolio
Exencial Wealth Advisors, LLC Oklahoma City, OK

609K
Shares

$20.8 Million
0.85% of portfolio
Ghp Investment Advisors, Inc. Denver, CO

529K
Shares

$18.1 Million
0.94% of portfolio
Kelman Lazarov, Inc. Memphis, TN

455K
Shares

$15.6 Million
3.31% of portfolio

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About SCHWAB FUNDAMENTAL INTL SMALL

Ticker FNDC
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